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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$437M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$46.7M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$51.7M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$63.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$117M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$311M
2
HCM
2
Highfields Capital Management
Massachusetts
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.57M
5
GC
5
Guggenheim Capital
Illinois
$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIT
601
NumerixS Investment Technologies
British Columbia, Canada
– -$428K -13,600 Closed
GCA
602
Greenwood Capital Associates
South Carolina
– -$369K -11,542 Closed
SM
603
Sciencast Management
New Jersey
– -$347K -11,161 Closed
BHIA
604
Birch Hill Investment Advisors
Massachusetts
– -$352K -11,000 Closed
RBA
605
Richard Bernstein Advisors
New York
– -$347K -10,842 Closed
MCM
606
Maryland Capital Management
Maryland
– -$347K -10,835 Closed
NA
607
NewEdge Advisors
Louisiana
– -$333K -10,798 Closed
BFM
608
Boothbay Fund Management
New York
– -$328K -10,262 Closed
WCM
609
Wunderlich Capital Managemnt
Tennessee
– -$307K -9,592 Closed
AP
610
Advisor Partners
California
– -$296K -9,258 Closed
CIM
611
Contravisory Investment Management
Massachusetts
– -$296K -9,248 Closed
CG
612
Clinton Group
New York
– -$276K -8,613 Closed
LNWWM
613
Laird Norton Wetherby Wealth Management
California
– -$270K -8,424 Closed
VF
614
Virtu Financial
New York
– -$269K -8,415 Closed
HS
615
HighVista Strategies
Massachusetts
– -$253K -7,900 Closed
SCA
616
Snowden Capital Advisors
New York
– -$252K -7,866 Closed
SIM
617
SSI Investment Management
California
– -$251K -7,794 Closed
Brown Advisory
618
Brown Advisory
Maryland
– -$247K -7,735 Closed
FTC
619
Farmers Trust Company
Ohio
– -$244K -7,635 Closed
PCMC
620
Paragon Capital Management (Colorado)
Colorado
– -$243K -7,585 Closed
MC
621
Miles Capital
Iowa
– -$243K -7,579 Closed
CA
622
Cynosure Advisors
Utah
– -$238K -7,439 Closed
Verition Fund Management
623
Verition Fund Management
Connecticut
– -$236K -7,372 Closed
CA
624
Calton & Associates
Florida
– -$233K -7,290 Closed
NHC
625
Nicholas Hoffman & Company
Georgia
– -$228K -7,135 Closed
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25
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